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Inactive

Geoffrey Allen Roush

Wellth Advisory Services, LLC

Fresno, CA

Shorewood, IL

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-28
  • CA RA
    APPROVED
    Since 2024-06-28

Branch Locations

2014 Tulare Street Suite 608, Fresno, CA 93711 • United States

Shorewood, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roush Investment Group Fresno CA 04/2023 Present
Camping World Fresno CA 08/2015 03/2023
Global Retirement Partners, Llc San Rafael CA 01/2024 06/2024
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-21
  • S65 Uniform Investment Adviser Law Examination
    2023-08-21

View on SEC IAPD

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